KYSEC (开源证券) hosted a client salon on optical components and communications, highlighting that the Morgan Stanley FCC report only targets 3.2T optical modules for 2028-2029, leaving current 800G/1.6T modules unaffected. The broker favors the optical component sub-sector, especially MPO connectors, and names JPT and Broadex as top picks.
Broker is bullish on China's optical component sector, particularly MPO connectors, with JPT and Broadex as key beneficiaries of AI-driven demand and favorable supply dynamics.
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